Back to STT-PG
Concord Wealth Partners → STT-PG
Concord Wealth Partners STT-PG Position History
State Street Corporation • Banking
Quarters held
149
Latest value
$21K
Q3 2026
Peak value
$39.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6K |
| Q3 2025 | $2.6M |
| Q3 2025 | $7K |
| Q3 2025 | $9.9M |
| Q3 2025 | $29.9M |
| Q3 2025 | $175K |
| Q3 2025 | $265K |
| Q3 2025 | $29.7M |
| Q3 2025 | $133K |
| Q3 2025 | $22.4M |
| Q3 2025 | $31M |
| Q3 2025 | $200K |
| Q3 2025 | $3K |
| Q3 2025 | $298K |
| Q3 2025 | $29.8M |
| Q3 2025 | $45K |
| Q3 2025 | $50K |
| Q3 2025 | $1.6M |
| Q3 2025 | $2.5M |
| Q3 2025 | $957 |
| Q3 2025 | $15K |
| Q3 2025 | $3.3M |
| Q3 2025 | $88 |
| Q3 2025 | $31.4M |
| Q3 2025 | $61K |
| Q3 2025 | $137K |
| Q3 2025 | $10K |
| Q3 2025 | $32K |
| Q3 2025 | $8K |
| Q3 2025 | $36K |
| Q3 2025 | $69K |
| Q3 2025 | $36K |
| Q4 2025 | $6K |
| Q4 2025 | $2.8M |
| Q4 2025 | $7K |
| Q4 2025 | $10.8M |
| Q4 2025 | $32.9M |
| Q4 2025 | $178K |
| Q4 2025 | $260K |
| Q4 2025 | $30.9M |
| Q4 2025 | $133K |
| Q4 2025 | $23.4M |
| Q4 2025 | $32.1M |
| Q4 2025 | $205K |
| Q4 2025 | $3K |
| Q4 2025 | $337K |
| Q4 2025 | $30.9M |
| Q4 2025 | $46K |
| Q4 2025 | $51K |
| Q4 2025 | $1.8M |
| Q4 2025 | $2.5M |
| Q4 2025 | $970 |
| Q4 2025 | $14K |
| Q4 2025 | $4.1M |
| Q4 2025 | $87 |
| Q4 2025 | $32.4M |
| Q4 2025 | $89K |
| Q4 2025 | $156K |
| Q4 2025 | $53K |
| Q4 2025 | $33K |
| Q4 2025 | $72K |
| Q4 2025 | $93K |
| Q4 2025 | $74K |
| Q4 2025 | $16K |
| Q1 2026 | $2.7M |
| Q1 2026 | $11.6M |
| Q1 2026 | $34.8M |
| Q1 2026 | $229K |
| Q1 2026 | $32.6M |
| Q1 2026 | $22.1M |
| Q1 2026 | $33.4M |
| Q1 2026 | $201K |
| Q1 2026 | $377K |
| Q1 2026 | $32.6M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.8M |
| Q1 2026 | $4.2M |
| Q1 2026 | $33.8M |
| Q1 2026 | $241K |
| Q2 2026 | $7K |
| Q2 2026 | $2.7M |
| Q2 2026 | $8K |
| Q2 2026 | $12.1M |
| Q2 2026 | $39M |
| Q2 2026 | $185K |
| Q2 2026 | $300K |
| Q2 2026 | $33.7M |
| Q2 2026 | $60K |
| Q2 2026 | $25.8M |
| Q2 2026 | $34.2M |
| Q2 2026 | $180K |
| Q2 2026 | $3K |
| Q2 2026 | $366K |
| Q2 2026 | $33.7M |
| Q2 2026 | $4K |
| Q2 2026 | $50K |
| Q2 2026 | $61K |
| Q2 2026 | $2M |
| Q2 2026 | $1.3M |
| Q2 2026 | $919K |
| Q2 2026 | $989 |
| Q2 2026 | $17K |
| Q2 2026 | $4.4M |
| Q2 2026 | $95 |
| Q2 2026 | $35.3M |
| Q2 2026 | $85K |
| Q2 2026 | $313K |
| Q2 2026 | $153K |
| Q2 2026 | $81K |
| Q2 2026 | $72K |
| Q2 2026 | $1.8M |
| Q2 2026 | $261K |
| Q2 2026 | $9K |
| Q3 2026 | $7K |
| Q3 2026 | $2.6M |
| Q3 2026 | $8K |
| Q3 2026 | $12.4M |
| Q3 2026 | $39.3M |
| Q3 2026 | $173K |
| Q3 2026 | $229K |
| Q3 2026 | $33.9M |
| Q3 2026 | $57K |
| Q3 2026 | $26.1M |
| Q3 2026 | $34.7M |
| Q3 2026 | $181K |
| Q3 2026 | $3K |
| Q3 2026 | $378K |
| Q3 2026 | $33.8M |
| Q3 2026 | $10K |
| Q3 2026 | $51K |
| Q3 2026 | $57K |
| Q3 2026 | $1.8M |
| Q3 2026 | $1M |
| Q3 2026 | $1M |
| Q3 2026 | $151K |
| Q3 2026 | $968 |
| Q3 2026 | $16K |
| Q3 2026 | $4.8M |
| Q3 2026 | $91 |
| Q3 2026 | $34.7M |
| Q3 2026 | $129K |
| Q3 2026 | $202K |
| Q3 2026 | $140K |
| Q3 2026 | $85K |
| Q3 2026 | $69K |
| Q3 2026 | $1.8M |
| Q3 2026 | $449K |
| Q3 2026 | $8K |
| Q3 2026 | $21K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21K | 543 | — | — |
| Q3 2026 | $8K | 195 | — | — |
| Q3 2026 | $449K | 4.0K | — | — |
| Q3 2026 | $1.8M | 9.2K | — | — |
| Q3 2026 | $69K | 415 | — | — |
| Q3 2026 | $85K | 1.6K | — | — |
| Q3 2026 | $140K | 2.3K | — | — |
| Q3 2026 | $202K | 1.9K | — | — |
| Q3 2026 | $129K | 767 | — | — |
| Q3 2026 | $34.7M | 1.26M | — | — |
| Q3 2026 | $91 | 2 | — | — |
| Q3 2026 | $4.8M | 51.9K | — | — |
| Q3 2026 | $16K | 237 | — | — |
| Q3 2026 | $968 | 10 | — | — |
| Q3 2026 | $151K | 6.7K | — | — |
| Q3 2026 | $1M | 5.8K | — | — |
| Q3 2026 | $1M | 25.8K | — | — |
| Q3 2026 | $1.8M | 20.6K | — | — |
| Q3 2026 | $57K | 548 | — | — |
| Q3 2026 | $51K | 552 | — | — |
| Q3 2026 | $10K | 99 | — | — |
| Q3 2026 | $33.8M | 1.24M | — | — |
| Q3 2026 | $378K | 15.5K | — | — |
| Q3 2026 | $3K | 131 | — | — |
| Q3 2026 | $181K | 3.0K | — | — |
| Q3 2026 | $34.7M | 1.17M | — | — |
| Q3 2026 | $26.1M | 212.0K | — | — |
| Q3 2026 | $57K | 2.7K | — | — |
| Q3 2026 | $33.9M | 1.05M | — | — |
| Q3 2026 | $229K | 2.2K | — | — |
| Q3 2026 | $173K | 7.4K | — | — |
| Q3 2026 | $39.3M | 782.4K | — | — |
| Q3 2026 | $12.4M | 270.2K | — | — |
| Q3 2026 | $8K | 148 | — | — |
| Q3 2026 | $2.6M | 38.7K | — | — |
| Q3 2026 | $7K | 89 | — | — |
| Q2 2026 | $9K | 195 | — | — |
| Q2 2026 | $261K | 2.4K | — | — |
| Q2 2026 | $1.8M | 9.2K | — | — |
| Q2 2026 | $72K | 389 | — | — |
| Q2 2026 | $81K | 1.5K | — | — |
| Q2 2026 | $153K | 2.9K | — | — |
| Q2 2026 | $313K | 2.7K | — | — |
| Q2 2026 | $85K | 538 | — | — |
| Q2 2026 | $35.3M | 1.26M | — | — |
| Q2 2026 | $95 | 2 | — | — |
| Q2 2026 | $4.4M | 48.4K | — | — |
| Q2 2026 | $17K | 237 | — | — |
| Q2 2026 | $989 | 10 | — | — |
| Q2 2026 | $919K | 6.0K | — | — |
| Q2 2026 | $1.3M | 32.9K | — | — |
| Q2 2026 | $2M | 23.0K | — | — |
| Q2 2026 | $61K | 548 | — | — |
| Q2 2026 | $50K | 552 | — | — |
| Q2 2026 | $4K | 36 | — | — |
| Q2 2026 | $33.7M | 1.19M | — | — |
| Q2 2026 | $366K | 14.3K | — | — |
| Q2 2026 | $3K | 131 | — | — |
| Q2 2026 | $180K | 3.0K | — | — |
| Q2 2026 | $34.2M | 1.14M | — | — |
| Q2 2026 | $25.8M | 216.8K | — | — |
| Q2 2026 | $60K | 2.7K | — | — |
| Q2 2026 | $33.7M | 1.01M | — | — |
| Q2 2026 | $300K | 2.7K | — | — |
| Q2 2026 | $185K | 7.3K | — | — |
| Q2 2026 | $39M | 774.3K | — | — |
| Q2 2026 | $12.1M | 263.4K | — | — |
| Q2 2026 | $8K | 148 | — | — |
| Q2 2026 | $2.7M | 40.0K | — | — |
| Q2 2026 | $7K | 89 | — | — |
| Q1 2026 | $241K | 1.8K | — | — |
| Q1 2026 | $33.8M | 1.21M | — | — |
| Q1 2026 | $4.2M | 45.8K | — | — |
| Q1 2026 | $1.8M | 46.0K | — | — |
| Q1 2026 | $1.8M | 24.2K | — | — |
| Q1 2026 | $32.6M | 1.14M | — | — |
| Q1 2026 | $377K | 14.7K | — | — |
| Q1 2026 | $201K | 3.5K | — | — |
| Q1 2026 | $33.4M | 1.11M | — | — |
| Q1 2026 | $22.1M | 225.6K | — | — |
| Q1 2026 | $32.6M | 970.7K | — | — |
| Q1 2026 | $229K | 2.4K | — | — |
| Q1 2026 | $34.8M | 763.4K | — | — |
| Q1 2026 | $11.6M | 254.4K | — | — |
| Q1 2026 | $2.7M | 43.2K | — | — |
| Q4 2025 | $16K | 406 | — | — |
| Q4 2025 | $74K | 630 | — | — |
| Q4 2025 | $93K | 644 | — | — |
| Q4 2025 | $72K | 465 | — | — |
| Q4 2025 | $33K | 603 | — | — |
| Q4 2025 | $53K | 1.2K | — | — |
| Q4 2025 | $156K | 1.3K | — | — |
| Q4 2025 | $89K | 576 | — | — |
| Q4 2025 | $32.4M | 1.14M | — | — |
| Q4 2025 | $87 | 2 | — | — |
| Q4 2025 | $4.1M | 45.0K | — | — |
| Q4 2025 | $14K | 237 | — | — |
| Q4 2025 | $970 | 10 | — | — |
| Q4 2025 | $2.5M | 60.7K | — | — |
| Q4 2025 | $1.8M | 22.7K | — | — |
| Q4 2025 | $51K | 548 | — | — |
| Q4 2025 | $46K | 552 | — | — |
| Q4 2025 | $30.9M | 1.07M | — | — |
| Q4 2025 | $337K | 13.1K | — | — |
| Q4 2025 | $3K | 129 | — | — |
| Q4 2025 | $205K | 3.6K | — | — |
| Q4 2025 | $32.1M | 1.06M | — | — |
| Q4 2025 | $23.4M | 219.3K | — | — |
| Q4 2025 | $133K | 5.9K | — | — |
| Q4 2025 | $30.9M | 913.7K | — | — |
| Q4 2025 | $260K | 2.9K | — | — |
| Q4 2025 | $178K | 7.1K | — | — |
| Q4 2025 | $32.9M | 741.0K | — | — |
| Q4 2025 | $10.8M | 246.4K | — | — |
| Q4 2025 | $7K | 156 | — | — |
| Q4 2025 | $2.8M | 43.3K | — | — |
| Q4 2025 | $6K | 88 | — | — |
| Q3 2025 | $36K | 849 | — | — |
| Q3 2025 | $69K | 585 | — | — |
| Q3 2025 | $36K | 127 | — | — |
| Q3 2025 | $8K | 50 | — | — |
| Q3 2025 | $32K | 603 | — | — |
| Q3 2025 | $10K | 117 | — | — |
| Q3 2025 | $137K | 570 | — | — |
| Q3 2025 | $61K | 435 | — | — |
| Q3 2025 | $31.4M | 1.10M | — | — |
| Q3 2025 | $88 | 2 | — | — |
| Q3 2025 | $3.3M | 35.8K | — | — |
| Q3 2025 | $15K | 237 | — | — |
| Q3 2025 | $957 | 10 | — | — |
| Q3 2025 | $2.5M | 60.4K | — | — |
| Q3 2025 | $1.6M | 20.4K | — | — |
| Q3 2025 | $50K | 548 | — | — |
| Q3 2025 | $45K | 552 | — | — |
| Q3 2025 | $29.8M | 1.03M | — | — |
| Q3 2025 | $298K | 11.5K | — | — |
| Q3 2025 | $3K | 128 | — | — |
| Q3 2025 | $200K | 3.6K | — | — |
| Q3 2025 | $31M | 1.02M | — | — |
| Q3 2025 | $22.4M | 214.4K | — | — |
| Q3 2025 | $133K | 5.9K | — | — |
| Q3 2025 | $29.7M | 876.6K | — | — |
| Q3 2025 | $265K | 3.0K | — | — |
| Q3 2025 | $175K | 7.0K | — | — |
| Q3 2025 | $29.9M | 698.6K | — | — |
| Q3 2025 | $9.9M | 232.6K | — | — |
| Q3 2025 | $7K | 156 | — | — |
| Q3 2025 | $2.6M | 42.2K | — | — |
| Q3 2025 | $6K | 87 | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B